At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.
Byron C Athans
Senior Vice President, Private Client Advisor
Professional Profile
Byron Athans is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in New York City. Byron provides tailored advice and guidance to an accomplished clientele, addressing the financial issues that are integral to their families, businesses, and long-term legacies. He has extensive experience catering to the needs of ultra-high-net-worth clients, particularly C-suite executives, real estate investors, and business owners. A veteran advisor, he offers forward-thinking ideas and sustained leadership, helping clients capitalize on a more efficient and purposeful approach to significant wealth.
Byron draws on an extensive background in investing, wealth strategy, and customized credit in overseeing multiple facets of client wealth. He appreciates the precision and coordination that complex initiatives require, orchestrating effective collaboration across a team of seasoned specialists, as well as a client’s external tax and legal advisors, as appropriate. His tenure with the firm has heighted his ability to pinpoint resources enterprise wide, offering valuable connectivity. He also supports multiple generations in deriving greater meaning and fulfilment from their wealth, nurturing their growth as sound stewards.
Prior to joining the Private Bank (formerly U.S. Trust) in 2007, Byron spent five years as an Investment Specialist in the Bank of America’s Wealth & Investment Management division. Byron is a CIMA® professional focusing on investment management consulting.
Byron is a long-time volunteer and current board member of Citymeals on Wheels. Within Bank of America, he is an active supporter of the LGBT+ affinity group.
A resident of Westchester, Byron is married and has two children. In his free time, he enjoys hiking, swimming, and golf.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST
For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.
